You can use these fields to select users based on the information in their master data.

Example: In the company, there are, for example, the organizational units AV-PM (for Avendoo project management) and AV-SE (for Avendoo software development). By entering “AV-SE”, you narrow the user selection to all users in the AV-SE organizational unit.

In the Region, Country, Division, Group, and OU fields, you can also use wildcards to select multiple organizational units, for example.

When selecting roles, you can also combine multiple roles by separating the role names with a semicolon.

Example: Sales; Marketing

In this case, users are selected who are assigned both roles, “Sales” and “Marketing”. If only one of the two roles is assigned, the user is not selected.

To add a certification to this participant rule, click the Select button under Certification and confirm your selection. You can remove or replace this certification at any point.

Under Certification, you can also choose whether it applies to all users who have a valid certificate, or all users who have a certificate that will expire soon (i.e., expiration date – validity display) or has already expired.

For the entry date, select the date that is decisive for the users’ start date in your organization. This is not the date the respective user’s account was created.

Example: An employee has their first day of work on August 1 of a given year. Then set the user’s entry date to that date.

If you want to select users who have the team leader function, select the checkbox Team leader status required.

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Automatically register as participants
All selected users are automatically registered for the training plan. The learning unit is therefore available directly on the learning place.

Viewable in the catalog
The training plan is visible in the catalog for all selected users. The user will only see the training plan in the catalog if the Allow self-registration option is set under Registration options (training plan).

Mandatory
As soon as the selected users are registered, the learning unit is displayed on the learning place under Mandatory.

Optional
As soon as the selected users are registered, the learning unit is displayed on the learning place under Optional.

Edit mode can be changed by team leader
Select the checkbox to specify that a team leader can decide in the employee view whether a course activation should be optional or mandatory for an employee.

Define how users can register for the course activation:

• Enable self-registration
• Registration can be done by team leader and authors
  If the author selects this option and then adds participants via catalog, the training plan is not visible in the participants’ catalog because they are not allowed to self-register. The training plan is only visible in the catalog via the employee view from the team leader cockpit.
• Only author can do registration
  For mandatory training, select this option to prevent self-deregistration or deregistration by the team leader.
  If you have selected this option, only you can register and deregister the user.